DocMerge - Quotes module - How to handle comment line with quoted line items

Hello,

I am wondering how to handle Quotes template using DocMerge.

On the definition screen, you can organize your quote details with group (bundle), quoted line items and comments.

My problem is that I don't know how to manage the comments and display them in the correct position according to the quote definition.

Any sample template is welcome.

Fred

Parents
  • Hi Fred,

    Unfortunately there is no good way to organize comments and products.

    This is an example of how you can get comments and products from a product bundle:

    {#product_bundles}
      {name}
      {#product_bundle_notes}
        {description}
      {/product_bundle_notes}
      {#products}
        {name}
      {/products}
    {/product_bundles}

Reply
  • Hi Fred,

    Unfortunately there is no good way to organize comments and products.

    This is an example of how you can get comments and products from a product bundle:

    {#product_bundles}
      {name}
      {#product_bundle_notes}
        {description}
      {/product_bundle_notes}
      {#products}
        {name}
      {/products}
    {/product_bundles}

Children
  • Hi ,

    I was hoping that someone found a way to mix COMMENTS and PRODUCTS together in order to be abble to generate a quote document that reflects the screen configuration.

    I suggest that they should be a "dynamic" additionnal array build for quote printing, that merge comment and product line, so user can generate a template using the current product or comment array, but also the merge one if required.

    Fred

  • Hi Cristinel,

    Trying all alternatives, just tried this one from you now and get this error:

    Invalid closing tag on #product_bundle_notes

    .

    CRM Business Consultant